How to import Zoho CRM data to Sheet

How to import CRM data from sheet to Zoho

  • Prepare Destination sheet to import data to Zoho CRM.
  • Click on Import from Sheet from left side nav .
  • Select Module (Leads,Contacts,Deals).
  • It will automatically show all configuration you have done in settings.(If not appearing refresh the addon)
  • Click on import it will start importing your sheet data to specified CRM module.
  • After successful import go to CRM specific module(Leads,Contacts,Deals) and see the imported data.(do hard refresh if not imported).
  • You can also see imported data results by clicking import log.